Templates for frequently conducted audits and surveys

When you conduct the same types of surveys or audits often, by using a template ensures a consistent process and data format.

You can create a template from an existing audit and survey record. Using the List tab, search for an audit or a survey that corresponds to your current goals, and specify the record as a template. You can also create an audit and survey record from an existing template.

When you create a record from an existing audit and survey record, only certain fields and their values are duplicated. Those fields and their values are copied from the originating record to the new record. Some fields and their values, such as the fields in the Findings tab, are not duplicated. Some fields and values are not duplicated because the results of each audit or survey are unique to that audit or survey.

A record that is specified as a template must have a status of Draft. Templates remain in Draft status.